Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Greenwald is an investment advisor representative with Aprio Wealth Management, LLC. Keith has been in the financial services industry since 2005. Keith holds Series 6, 28, 63, and 65 licenses and the SIE certification. Keith has experience in investment advisory, insurance, and financial planning services. Keith is registered as an investment advisor representative in Alabama, Arizona, California, Colorado, District of Columbia, Florida, Georgia, Kentucky, Louisiana, Maryland, Massachusetts, Nevada, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Texas, Virginia, and Wisconsin. Keith was previously registered with Aprio Strategic Partners, LLC and Northwestern Mutual Investment Services, LLC. Keith is also a Partner with Aprio, LLP, a CPA firm, and is the CEO and owner of a firearms training company.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
GA
07/26/2017 - Present
Aprio Wealth Management, LLC (ATLANTA GA)
GA
01/27/2015 - 01/22/2018
APRIO STRATEGIC PARTNERS, LLC (ATLANTA GA)
GA
04/19/2005 - 09/30/2013
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (ATLANTA GA)
IA
Issued 03/03/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/18/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/09/2015
Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Keith Greenwald is the right advisor for you? Invested Better is here to help.
